The Electronic Point of Sale (EPoS) from Sage allows your business retail and transaction needs to be efficiently met, providing quick accurate and importantly secure transactions in store and online for customers present and non present. Furthermore, the software helps you manage finances, people, customers, stakeholders, suppliers and stock more effectively providing you with a 360 degree integrated operation giving you a competitive advantage.
Sage 200 Point of Sale is configurable to suit the way your business works, enhancing the integrations and enabling instant results and maximum staff uptake opposed to having to re train staff to manage around new software.
Listed below are just a few advantages of Sage POS:
Improves all round customer transaction service. Customers are able to pay by cheque, cash or card with the ability to pay via 2 or more different methods and also via different currencies. Gift card loyalty schemes and the ability to print cheques further increases the customer usability/
Configures to your business. The software can adapt to your companies needs, terminology and look making the feel completely unique, maximising benefit. Furthermore the touch screen layout and look can be fully customised, minimising staff training and mistakes, further improving customer service and customer waiting times.
Configurable security levels. With the ability to assign each operator to a particular security level via their staff numbers Sage 200 allows you to have those who have the experience and responsibility to have more access than lower level staff. For example refunds and operations such as using the same card for two transactions in a row and delicate refunds can be controlled
Advanced Reporting. Each individual system has the ability to produce reports at the end of staff sessions or trading days/weeks etc. These reports assist with analysis and drilling down into the figures for certain days of the week, individual departments and store locations.
Compatibility with Chip and PIN. Chip and PIN is essential for providing additional security to customers using credit and debit cards. Furthermore there is the possibility that retailers that do not use Chip and PIN may be liable to some or all of the fraudulent transaction cost.
Pythagoras is an experienced business solutions provider for Sage 200 and Microsoft CRM with offices in Maidenhead, London and Manchester. More than 350 Sage customers nationwide have discovered how Pythagoras’s expertise adds value to their business. These are drawn from a diverse range of sectors and markets and we have specialist teams with specific expertise in each.
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Friday, 29 January 2010
Monday, 25 January 2010
How Microsoft Dynamics CRM can benefit Charities
Charities and Associations are now more than ever realising the importance of relationships with their potential donors and primary stakeholders; both of whom are now also more educated on wider issues and are more keen than ever to know exactly where there money and support goes and wanting evidence of how and where it is benefiting people and communities.
The enhanced communication tools and individual campaign and project listings easily created within Microsoft Dynamics CRM allows Charities and Associations to maintain contact through a number of means with their respective donors and stakeholders easier than ever. The enhanced personalised communication and relationships tools can help benefit both significantly over the long term; vital with the level of competition and exposure amongst Charities and Associations locally and nationally.
Microsoft Dynamics CRM allows communications via methods such as fax, email, telephone and post, all of which are customisable to individuals’ wants and needs, thus maximising the customer satisfaction and relationship quality as well as improving Charity and Association staff efficiency and productivity when producing external and internal communications.
Furthermore, the enhanced targeted marketing capabilities which Microsoft Dynamics CRM brings can fully maximise charities looking to market their benefits to correct targeted segments, especially vital when looking for potential legacy donors and trustees, two areas key for charities looking to sustain their income and make a difference long term. Microsoft Dynamics CRM saves time and important resources which are often wasted on blanket campaigns often targeted at the wrong potential donor, also giving a potential negative perception of the charity.
Lastly, Microsoft Dynamics CRM allows for charities to track the progress of campaigns, assign potential donors to specific campaigns with the ability to drill down into live and archived data, important when analysing market and geographic trends.
A reminder of some of the benefits of Microsoft CRM for Charities and Associations:
• Multi-Company, Multi-Currency and multi-lingual, multi relationship
• The ability for quick turnarounds on campaigns (i.e. quick campaigns and emergency appeals can be made)
• Complete integration with Microsoft Office and Microsoft Office software
• Membership and fundraising features
• Reducing costs and lead times for campaigns
• Ability to deliver a focused campaign to selected individuals to make them feel valued
• Automate reminders for subscriptions and memberships
Founded in 1999 Pythagoras Communications Ltd has experienced unprecedented growth and success into one of the UK’s leading Microsoft CRM solutions providers in the UK with over 150 customers from a wide range or sectors such as Insurance, Education, not for profit and Healthcare benefiting from our portfolio of solutions, being able to control every aspect of their business. A Microsoft Gold Partner since 2008 and over 60 staff on hand to help provide solutions and support for your individual needs. Based out of Maidenhead, Berkshire with offices located in Central London near Trafalgar Square Pythagoras communications has the enviable success and experience desired by those looking for a customisable Microsoft CRM solution.
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The enhanced communication tools and individual campaign and project listings easily created within Microsoft Dynamics CRM allows Charities and Associations to maintain contact through a number of means with their respective donors and stakeholders easier than ever. The enhanced personalised communication and relationships tools can help benefit both significantly over the long term; vital with the level of competition and exposure amongst Charities and Associations locally and nationally.
Microsoft Dynamics CRM allows communications via methods such as fax, email, telephone and post, all of which are customisable to individuals’ wants and needs, thus maximising the customer satisfaction and relationship quality as well as improving Charity and Association staff efficiency and productivity when producing external and internal communications.
Furthermore, the enhanced targeted marketing capabilities which Microsoft Dynamics CRM brings can fully maximise charities looking to market their benefits to correct targeted segments, especially vital when looking for potential legacy donors and trustees, two areas key for charities looking to sustain their income and make a difference long term. Microsoft Dynamics CRM saves time and important resources which are often wasted on blanket campaigns often targeted at the wrong potential donor, also giving a potential negative perception of the charity.
Lastly, Microsoft Dynamics CRM allows for charities to track the progress of campaigns, assign potential donors to specific campaigns with the ability to drill down into live and archived data, important when analysing market and geographic trends.
A reminder of some of the benefits of Microsoft CRM for Charities and Associations:
• Multi-Company, Multi-Currency and multi-lingual, multi relationship
• The ability for quick turnarounds on campaigns (i.e. quick campaigns and emergency appeals can be made)
• Complete integration with Microsoft Office and Microsoft Office software
• Membership and fundraising features
• Reducing costs and lead times for campaigns
• Ability to deliver a focused campaign to selected individuals to make them feel valued
• Automate reminders for subscriptions and memberships
Founded in 1999 Pythagoras Communications Ltd has experienced unprecedented growth and success into one of the UK’s leading Microsoft CRM solutions providers in the UK with over 150 customers from a wide range or sectors such as Insurance, Education, not for profit and Healthcare benefiting from our portfolio of solutions, being able to control every aspect of their business. A Microsoft Gold Partner since 2008 and over 60 staff on hand to help provide solutions and support for your individual needs. Based out of Maidenhead, Berkshire with offices located in Central London near Trafalgar Square Pythagoras communications has the enviable success and experience desired by those looking for a customisable Microsoft CRM solution.
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Wednesday, 20 January 2010
The benefits of Sage 200 in Retail
With over 740,000 Sage customers in the UK the network of people using and gaining the full benefit of Sage systems is growing. Pythagoras, one of the UK’s leading Sage business partners’ looks at Sage 200’s benefits for the retail industry.
Sage 200 Wholesale and Retail can help overcome a retailers business issues in the following ways:
• Time saving – automated routines and touch screen terminals with automated transaction updates and product look-ups
• Cost saving – addressing your business issues quickly and helping reduce inefficiencies, to deliver rapid ROI
• Security – by controlling everything from prices, credit authorisation, merchandising, reordering, etc. providing you with the assurance that your business is protected whenever you’re away on business or holiday
• Price pressures – helping cut operational costs across your business and driving sales and stock rotation so you can increase the value of each sale and stay ahead of the competition
• Reporting – providing management with insight into the decision-making needed to run an efficient operation
Furthermore, with the retail sector being fiercely competitive the streamlining of all business processes and the 360 degree view given by Sage 200 from initial product buying through distribution , marketing, sales and reporting fully optimises businesses, giving a vital competitive edge over competitors not using Sage in retail.
The merchandise management system within Sage 200 Wholesale and Retail contains some of the following features which can help take your retail capabilities to the next level:
• Company Hierarchy: The ability to map your logistical structure and support the way you operate is vital to a company’s efficiency and productivity
• Merchandise Hierarchy: Similar to company hierarchy; applies to product ranges, styles, colours and seasons of product (e.g. summer & winter ranges)
• Promotions Management: Enables you to increase stock and manage stock levels across 1 or multiple stores during promotional periods where demand is generally greater for those individual products. Being able to manage this across all stores allows brand and product consistency across all stores.
• Allocations and dispatch: Allocations to stores can be controlled as or when your hierarchy dictates. A simple process which allows control over stock movements.
• Drill downs: Key business information and the ability to drill down as far as transaction level to view information is available.
• Budgetary control: The ability to view graphically your budgets and there performance against live actuals. Furthermore, with the ability to drill down on up to five years of data trends and market movements can be more easily identified and changes can be made accordingly.
Overall, using Sage 200 in retail will enable your business to go to the next level and potentially gain an important competitive edge over your competition. For more information on Pythagoras and how our expertise in Sage 200 software can benefit your business please call 01628 519000 or email info@pythagoras.co.uk.
Pythagoras is an experienced business solutions provider for Sage 200 and Microsoft CRM with offices in Maidenhead, London and Manchester. More than 350 Sage customers nationwide have discovered how Pythagoras’s expertise adds value to their business. These are drawn from a diverse range of sectors and markets and we have specialist teams with specific expertise in each.
Follow Pythagoras on Twitter
Sage 200 Wholesale and Retail can help overcome a retailers business issues in the following ways:
• Time saving – automated routines and touch screen terminals with automated transaction updates and product look-ups
• Cost saving – addressing your business issues quickly and helping reduce inefficiencies, to deliver rapid ROI
• Security – by controlling everything from prices, credit authorisation, merchandising, reordering, etc. providing you with the assurance that your business is protected whenever you’re away on business or holiday
• Price pressures – helping cut operational costs across your business and driving sales and stock rotation so you can increase the value of each sale and stay ahead of the competition
• Reporting – providing management with insight into the decision-making needed to run an efficient operation
Furthermore, with the retail sector being fiercely competitive the streamlining of all business processes and the 360 degree view given by Sage 200 from initial product buying through distribution , marketing, sales and reporting fully optimises businesses, giving a vital competitive edge over competitors not using Sage in retail.
The merchandise management system within Sage 200 Wholesale and Retail contains some of the following features which can help take your retail capabilities to the next level:
• Company Hierarchy: The ability to map your logistical structure and support the way you operate is vital to a company’s efficiency and productivity
• Merchandise Hierarchy: Similar to company hierarchy; applies to product ranges, styles, colours and seasons of product (e.g. summer & winter ranges)
• Promotions Management: Enables you to increase stock and manage stock levels across 1 or multiple stores during promotional periods where demand is generally greater for those individual products. Being able to manage this across all stores allows brand and product consistency across all stores.
• Allocations and dispatch: Allocations to stores can be controlled as or when your hierarchy dictates. A simple process which allows control over stock movements.
• Drill downs: Key business information and the ability to drill down as far as transaction level to view information is available.
• Budgetary control: The ability to view graphically your budgets and there performance against live actuals. Furthermore, with the ability to drill down on up to five years of data trends and market movements can be more easily identified and changes can be made accordingly.
Overall, using Sage 200 in retail will enable your business to go to the next level and potentially gain an important competitive edge over your competition. For more information on Pythagoras and how our expertise in Sage 200 software can benefit your business please call 01628 519000 or email info@pythagoras.co.uk.
Pythagoras is an experienced business solutions provider for Sage 200 and Microsoft CRM with offices in Maidenhead, London and Manchester. More than 350 Sage customers nationwide have discovered how Pythagoras’s expertise adds value to their business. These are drawn from a diverse range of sectors and markets and we have specialist teams with specific expertise in each.
Follow Pythagoras on Twitter
Monday, 18 January 2010
Microsoft Dynamics CRM and email marketing
Email marketing is becoming more and more popular with sustainable strategies and the desire for organisations to be “greener” incorporated into many organisations marketing strategies. Furthermore, the ability to distribute marketing emails at a low cost as well as having the ability to track the opening and link hit rates from the emails gives the sender great feedback unavailable from more traditional forms of direct marketing giving a potential competitive edge over competitors.
Microsoft Dynamics CRM features the option for users to create “quick campaigns” in the marketing or sales areas of CRM; quick campaigns allows users to create a list of contacts, accounts or leads which can be followed up with the following marketing activities:
• Email Marketing
• Faxes
• Calls
• Campaign Mail
Microsoft Dynamics CRM also offers further planning, execution and productivity benefits such as:
• Plan and track activities, tasks, budgets, and details for each marketing
activity
• Tailor messages and offers to highly targeted lists
• Use embedded Mail Merge capabilities to instantly send mass communications.
• Track, manage, and optimise search-engine marketing efforts
• Track responses across communications channels, linking them to campaigns
and lead sources and convert responses to leads and opportunities with a few
mouse clicks.
Microsoft Dynamics CRM also allows the user to block contacts from receiving marketing materials such as emails, thus maintaining the relationship and not damaging relationships with established clients or risking the potential of negative WOM from cold leads who do not appreciate the junk emails.
Furthermore various third party applications such as Exact Target integrate seamlessly with Microsoft Dynamics CRM which allows the user to further personalise and analyse open and click through rates of emails being composed and sent.
The range of third party add-on’s combined with the integration to staple Microsoft software such as Excel and Outlook makes Microsoft Dynamics CRM the perfect platform to take your companies email marketing capabilities to the highest level.
About Pythagoras
Pythagoras is a company that is experienced in providing Microsoft xRM (Anything Relationship Management) and Microsoft CRM (Customer Relationship Management), Accounts and integrated business solutions for businesses across a broad range of industries and products. Pythagoras is a Microsoft Dynamics CRM Gold Partner with offices in London, Maidenhead and Manchester.
Follow Pythagoras on Twitter
Microsoft Dynamics CRM features the option for users to create “quick campaigns” in the marketing or sales areas of CRM; quick campaigns allows users to create a list of contacts, accounts or leads which can be followed up with the following marketing activities:
• Email Marketing
• Faxes
• Calls
• Campaign Mail
Microsoft Dynamics CRM also offers further planning, execution and productivity benefits such as:
• Plan and track activities, tasks, budgets, and details for each marketing
activity
• Tailor messages and offers to highly targeted lists
• Use embedded Mail Merge capabilities to instantly send mass communications.
• Track, manage, and optimise search-engine marketing efforts
• Track responses across communications channels, linking them to campaigns
and lead sources and convert responses to leads and opportunities with a few
mouse clicks.
Microsoft Dynamics CRM also allows the user to block contacts from receiving marketing materials such as emails, thus maintaining the relationship and not damaging relationships with established clients or risking the potential of negative WOM from cold leads who do not appreciate the junk emails.
Furthermore various third party applications such as Exact Target integrate seamlessly with Microsoft Dynamics CRM which allows the user to further personalise and analyse open and click through rates of emails being composed and sent.
The range of third party add-on’s combined with the integration to staple Microsoft software such as Excel and Outlook makes Microsoft Dynamics CRM the perfect platform to take your companies email marketing capabilities to the highest level.
About Pythagoras
Pythagoras is a company that is experienced in providing Microsoft xRM (Anything Relationship Management) and Microsoft CRM (Customer Relationship Management), Accounts and integrated business solutions for businesses across a broad range of industries and products. Pythagoras is a Microsoft Dynamics CRM Gold Partner with offices in London, Maidenhead and Manchester.
Follow Pythagoras on Twitter
Wednesday, 13 January 2010
Roll up 8 for Microsoft Dynamics CRM
Microsoft Dynamics roll up 8 was released on December 17th 2009, Pythagoras, a Microsoft Gold partner and one of the UK’s leading Microsoft CRM specialists looks at the update, what Microsoft Dynamics CRM aspects this affects and some of the hotfixes and updates it covers.
Note: You must have Microsoft Dynamics CRM 4.0 to apply roll up 8 for Microsoft Dynamics CRM for Microsoft Office Outlook and Microsoft Dynamics CRM Data Migration Manager. There is also a separate Microsoft update aside from the roll up for Microsoft Dynamics CRM 4.0 available in all supported languages which Microsoft recommends downloading.
Update Rollup 8 supports importing / exporting customizations to / from CRM deployments with the following rollups installed: Update Rollup 2, 3, 4, 5, 6 and 7.
If a CRM deployment does not have a rollup installed, or has Update Rollup 1 installed, you should not export / import customization from / to a system that has Update Rollup 8 installed.
Microsoft Dynamics CRM Rollup 8 affects the following CRM components:
• Data migration
• Outlook Client
• Email Router
• SRS Connector
• CRM Server
Although tested with Microsoft Office 2010 Microsoft CRM 4.0 does not support 64 bit versions of Office 2010. However, With Update Rollup 8 installed, Microsoft CRM E-mail Router Service will support Microsoft Exchange 2010.
Rollup 8 hotfixes and updates for Microsoft Dynamics CRM must be configured manually; below we outline a selection of the issues that have been fixed:
• When you click the Refresh button to update the grid, items are unexpectedly added on the top of the list.
• A blue page is displayed instead of the Report Filtering Page when Internet Facing Deployment (IFD) is enabled.
• The Data Migration Wizard fails when it tries to validate files if the User entity contains a Money type attribute.
• After you install Update Rollup 3 or Update Rollup 4, you cannot add a user to more than one organization in the same deployment of Microsoft Dynamics CRM if the user exists in a child domain.
• When you create a report in Microsoft Visual Studio that has a hidden parameter, and then you try to run the report while the client is offline, the hidden parameters are displayed. When you go online again, the parameters are no longer displayed.
• After you install Update Rollup 3 or Update Rollup 4, you cannot add a user to more than one organization in the same deployment of Microsoft Dynamics CRM if the user exists in a child domain.
• You can change sent and received e-mail messages by using the Microsoft Dynamics CRM Software Development Kit (SDK).
• Users cannot assign activities after the activities are deleted from a queue.
Roll up 8 for Microsoft Dynamics CRM 4.0 is available from http://www.microsoft.com/downloads/details.aspx?displaylang=en&FamilyID=c53b2916-6b93-4092-bdd3-a394c96ca000
For further information on Pythagoras Microsoft CRM solutions or and to speak to one of our experts call 01628 519 000, email info@pythagoras.co.uk or visit www.pythagoras.co.uk.
Follow Pythagoras on Twitter
Note: You must have Microsoft Dynamics CRM 4.0 to apply roll up 8 for Microsoft Dynamics CRM for Microsoft Office Outlook and Microsoft Dynamics CRM Data Migration Manager. There is also a separate Microsoft update aside from the roll up for Microsoft Dynamics CRM 4.0 available in all supported languages which Microsoft recommends downloading.
Update Rollup 8 supports importing / exporting customizations to / from CRM deployments with the following rollups installed: Update Rollup 2, 3, 4, 5, 6 and 7.
If a CRM deployment does not have a rollup installed, or has Update Rollup 1 installed, you should not export / import customization from / to a system that has Update Rollup 8 installed.
Microsoft Dynamics CRM Rollup 8 affects the following CRM components:
• Data migration
• Outlook Client
• Email Router
• SRS Connector
• CRM Server
Although tested with Microsoft Office 2010 Microsoft CRM 4.0 does not support 64 bit versions of Office 2010. However, With Update Rollup 8 installed, Microsoft CRM E-mail Router Service will support Microsoft Exchange 2010.
Rollup 8 hotfixes and updates for Microsoft Dynamics CRM must be configured manually; below we outline a selection of the issues that have been fixed:
• When you click the Refresh button to update the grid, items are unexpectedly added on the top of the list.
• A blue page is displayed instead of the Report Filtering Page when Internet Facing Deployment (IFD) is enabled.
• The Data Migration Wizard fails when it tries to validate files if the User entity contains a Money type attribute.
• After you install Update Rollup 3 or Update Rollup 4, you cannot add a user to more than one organization in the same deployment of Microsoft Dynamics CRM if the user exists in a child domain.
• When you create a report in Microsoft Visual Studio that has a hidden parameter, and then you try to run the report while the client is offline, the hidden parameters are displayed. When you go online again, the parameters are no longer displayed.
• After you install Update Rollup 3 or Update Rollup 4, you cannot add a user to more than one organization in the same deployment of Microsoft Dynamics CRM if the user exists in a child domain.
• You can change sent and received e-mail messages by using the Microsoft Dynamics CRM Software Development Kit (SDK).
• Users cannot assign activities after the activities are deleted from a queue.
Roll up 8 for Microsoft Dynamics CRM 4.0 is available from http://www.microsoft.com/downloads/details.aspx?displaylang=en&FamilyID=c53b2916-6b93-4092-bdd3-a394c96ca000
For further information on Pythagoras Microsoft CRM solutions or and to speak to one of our experts call 01628 519 000, email info@pythagoras.co.uk or visit www.pythagoras.co.uk.
Follow Pythagoras on Twitter
Thursday, 7 January 2010
Sage 200 v2010
Here at Pythagoras we have an enviable combination of extensive, multi sector experience and a reputation for cutting edge technical development and innovation; with more than 350 Sage customers having experienced how our approach has added value to their business we outline the new improved areas highlighted in Sage 200 v2010, scheduled for release at the end of April 2010.
From the release of Sage 200 v2010 there will no longer be support offered for the following:
• Microsoft SQL server 2000. Sage 200 v2010 will only support Microsoft SQL server 2005 and 2008
• Windows XP as a Server. Sage will continue to support Windows XP for demonstration purposes only however will no longer support XP as a server in a production environment
• Active Directory Deployment. Due to a previous lack of demand and the number of prerequisites required Sage will no longer support Active Directory Deployment after the release of v2010
With the release of Sage 200 v2010 the following will be introduced:
• Windows v7 and Server 2008 R2. Sage are aiming to support both of these operating systems fully with the release of Sage 200 v2010. Further system update requirements are expected to be available closer to the release date.
• 64-bit client operating system support. Covering Windows XP x64, Windows Vista x64 and Windows 7 x64.
• Improved Installer. InstallShield will no longer be utilised by v2010 with a WiX based installer making the deployment process quicker and easier, further enhancing productivity and efficiency.
• Rationalising of analysis codes. Sage 200 v2010 rationalises the previous analysis code system with each area which includes analysis codes now having 20 codes each. This method simplifies the formulation of reports or queries where analysis codes are often utilised.
Pythagoras is an experienced business solutions provider for Sage 200 and Microsoft CRM with offices in Maidenhead, London and Manchester. More than 350 Sage customers nationwide have discovered how Pythagoras’s expertise adds value to their business. These are drawn from a diverse range of sectors and markets and we have specialist teams with specific expertise in each.
For more information on Pythagoras and how our expertise can benefit your business please call 01628 519000 or email info@pythagoras.co.uk.
Follow Pythagoras on Twitter
From the release of Sage 200 v2010 there will no longer be support offered for the following:
• Microsoft SQL server 2000. Sage 200 v2010 will only support Microsoft SQL server 2005 and 2008
• Windows XP as a Server. Sage will continue to support Windows XP for demonstration purposes only however will no longer support XP as a server in a production environment
• Active Directory Deployment. Due to a previous lack of demand and the number of prerequisites required Sage will no longer support Active Directory Deployment after the release of v2010
With the release of Sage 200 v2010 the following will be introduced:
• Windows v7 and Server 2008 R2. Sage are aiming to support both of these operating systems fully with the release of Sage 200 v2010. Further system update requirements are expected to be available closer to the release date.
• 64-bit client operating system support. Covering Windows XP x64, Windows Vista x64 and Windows 7 x64.
• Improved Installer. InstallShield will no longer be utilised by v2010 with a WiX based installer making the deployment process quicker and easier, further enhancing productivity and efficiency.
• Rationalising of analysis codes. Sage 200 v2010 rationalises the previous analysis code system with each area which includes analysis codes now having 20 codes each. This method simplifies the formulation of reports or queries where analysis codes are often utilised.
Pythagoras is an experienced business solutions provider for Sage 200 and Microsoft CRM with offices in Maidenhead, London and Manchester. More than 350 Sage customers nationwide have discovered how Pythagoras’s expertise adds value to their business. These are drawn from a diverse range of sectors and markets and we have specialist teams with specific expertise in each.
For more information on Pythagoras and how our expertise can benefit your business please call 01628 519000 or email info@pythagoras.co.uk.
Follow Pythagoras on Twitter
Monday, 4 January 2010
10 tips and tricks to improve your Microsoft Dynamics CRM experience
Microsoft CRM has recently reached an important milestone by passing the 1 million user mark. Organisations worldwide are taking advantage of the power of choice, and deploying fast, flexible and affordable CRM and xRM solutions. At Pythagoras, Microsoft Gold partner and one of the leading UK consultants and specialists in Microsoft Dynamics CRM we explore 10 tips and tricks to further help with your Microsoft CRM.
1. A quicker way to enter multiple addresses. If you have more than one contact at one company you don't have to type in each address separately, once you create an account record and enter the address data under Details, select Contacts. Click New Contact. You'll notice that the Parent Customer information is automatically linked.
2. Using the “print view” to look up records. With a record up on your screen, simply using the print button towards the top left will give you a snap shot of all the account details, something perfect if you want to quickly see some information from the record.
3. Place your Outlook contacts into Microsoft CRM. Outlook, the staple of most peoples daily work gives you the option to “track” up to 25 email contacts at a time in Microsoft CRM. The option for this is in your personal options on the Synchronisation tab.
4. Form assistant pane key. When opening an activity or opportunity and you need to quickly access the form page which is usually found on the right side of the window just simply press Ctrl + shift + F to open it immediately, saving yourself a few seconds.
5. Store your Scripts in Visual Studio. Make sure you have a copy of all on load or on change scripts in Microsoft Visual Studio in a 'Form Scripting' project. This allows you to have all your scripts in a single place for Backup, Version Control and Future Reference.
6. Use a Dashboard. Often users will want to avoid screen-clicking through multiple screens to reach the data they require. A one-stop-shop dashboard that lists all the crucial day to day data in a 'home' page format can be incredibly useful in boasting User Adoption, which is crucial to the success of a CRM project.
7. Multiple Column Sort in 3 steps. 1. Click on the first column header 2. Hold down SHIFT key 3. Click on the second column header. Now you will have second column as the sub-group of first column and you are able to sort a number of columns till you get the right data groups.
8. Multiple Windows. Microsoft Dynamics CRM allows multiple windows to be open at the same time, from differing areas of Microsoft Dynamics CRM; this feature increases productivity further and is rare in other CRM systems.
9. Customisable Account Views. The ability to customise your individual view and to save this along side the normal view makes exporting certain data along with other activities such as label printing and mail merging significantly easier. Under accounts simply click on advanced find –> edit columns; the features there allow the user to define columns position and decide which will appear on their personalised view which is available under the “view” drop down menu.
10. Auto complete calendar. Simply filling out the day and month and Microsoft Dynamics CRM will auto complete the year providing the date is not in the past in which case it will auto complete with the next calendar year. This saves using the calendar date button every time.
About Pythagoras
Pythagoras is a company that is experienced in providing Microsoft xRM (Anything Relationship Management) and Microsoft CRM (Customer Relationship Management), Accounts and integrated business solutions for businesses across a broad range of industries and products. Pythagoras is a Microsoft Dynamics CRM Gold Partner with offices in London, Maidenhead and Manchester.
Follow Pythagoras on Twitter
1. A quicker way to enter multiple addresses. If you have more than one contact at one company you don't have to type in each address separately, once you create an account record and enter the address data under Details, select Contacts. Click New Contact. You'll notice that the Parent Customer information is automatically linked.
2. Using the “print view” to look up records. With a record up on your screen, simply using the print button towards the top left will give you a snap shot of all the account details, something perfect if you want to quickly see some information from the record.
3. Place your Outlook contacts into Microsoft CRM. Outlook, the staple of most peoples daily work gives you the option to “track” up to 25 email contacts at a time in Microsoft CRM. The option for this is in your personal options on the Synchronisation tab.
4. Form assistant pane key. When opening an activity or opportunity and you need to quickly access the form page which is usually found on the right side of the window just simply press Ctrl + shift + F to open it immediately, saving yourself a few seconds.
5. Store your Scripts in Visual Studio. Make sure you have a copy of all on load or on change scripts in Microsoft Visual Studio in a 'Form Scripting' project. This allows you to have all your scripts in a single place for Backup, Version Control and Future Reference.
6. Use a Dashboard. Often users will want to avoid screen-clicking through multiple screens to reach the data they require. A one-stop-shop dashboard that lists all the crucial day to day data in a 'home' page format can be incredibly useful in boasting User Adoption, which is crucial to the success of a CRM project.
7. Multiple Column Sort in 3 steps. 1. Click on the first column header 2. Hold down SHIFT key 3. Click on the second column header. Now you will have second column as the sub-group of first column and you are able to sort a number of columns till you get the right data groups.
8. Multiple Windows. Microsoft Dynamics CRM allows multiple windows to be open at the same time, from differing areas of Microsoft Dynamics CRM; this feature increases productivity further and is rare in other CRM systems.
9. Customisable Account Views. The ability to customise your individual view and to save this along side the normal view makes exporting certain data along with other activities such as label printing and mail merging significantly easier. Under accounts simply click on advanced find –> edit columns; the features there allow the user to define columns position and decide which will appear on their personalised view which is available under the “view” drop down menu.
10. Auto complete calendar. Simply filling out the day and month and Microsoft Dynamics CRM will auto complete the year providing the date is not in the past in which case it will auto complete with the next calendar year. This saves using the calendar date button every time.
About Pythagoras
Pythagoras is a company that is experienced in providing Microsoft xRM (Anything Relationship Management) and Microsoft CRM (Customer Relationship Management), Accounts and integrated business solutions for businesses across a broad range of industries and products. Pythagoras is a Microsoft Dynamics CRM Gold Partner with offices in London, Maidenhead and Manchester.
Follow Pythagoras on Twitter
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